Richard C. Young & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
443,676
+10,035
| +2% | +$243K | 1.06% | 44 |
|
|
2025
Q1 | $11M | Buy |
433,641
+676
| +0.2% | +$17.1K | 1.18% | 42 |
|
|
2024
Q4 | $11.5M | Sell |
432,965
-19,042
| -4% | -$505K | 1.25% | 37 |
|
|
2024
Q3 | $13.1M | Buy |
452,007
+12,818
| +3% | +$371K | 1.43% | 35 |
|
|
2024
Q2 | $12.3M | Buy |
439,189
+21,683
| +5% | +$607K | 1.49% | 34 |
|
|
2024
Q1 | $11.6M | Buy |
417,506
+224,125
| +116% | +$6.22M | 1.45% | 36 |
|
|
2023
Q4 | $5.57M | Sell |
193,381
-198,456
| -51% | -$5.71M | 0.75% | 55 |
|
|
2023
Q3 | $13M | Buy |
391,837
+2,125
| +0.5% | +$70.5K | 1.85% | 21 |
|
|
2023
Q2 | $14.3M | Buy |
389,712
+7,941
| +2% | +$291K | 1.96% | 21 |
|
|
2023
Q1 | $15.6M | Sell |
381,771
-1,838
| -0.5% | -$75K | 2.15% | 14 |
|
|
2022
Q4 | $19.7M | Sell |
383,609
-1,504
| -0.4% | -$77.1K | 2.62% | 7 |
|
|
2022
Q3 | $16.9M | Buy |
385,113
+342
| +0.1% | +$15K | 2.58% | 8 |
|
|
2022
Q2 | $20.2M | Buy |
384,771
+4,676
| +1% | +$245K | 2.61% | 8 |
|
|
2022
Q1 | $19.7M | Sell |
380,095
-7,076
| -2% | -$366K | 2.51% | 9 |
|
|
2021
Q4 | $22.9M | Buy |
387,171
+5,662
| +1% | +$334K | 2.88% | 7 |
|
|
2021
Q3 | $16.4M | Sell |
381,509
-1,529
| -0.4% | -$65.8K | 2.25% | 12 |
|
|
2021
Q2 | $15M | Buy |
383,038
+10,839
| +3% | +$424K | 1.91% | 15 |
|
|
2021
Q1 | $13.5M | Buy |
372,199
+25,047
| +7% | +$907K | 1.79% | 19 |
|
|
2020
Q4 | $12.8M | Sell |
347,152
-4,551
| -1% | -$168K | 1.95% | 17 |
|
|
2020
Q3 | $12.2M | Buy |
351,703
+122,518
| +53% | +$4.27M | 1.97% | 18 |
|
|
2020
Q2 | $7.11M | Sell |
229,185
-817
| -0.4% | -$25.3K | 1.18% | 34 |
|
|
2020
Q1 | $7.12M | Buy |
230,002
+22,535
| +11% | +$698K | 1.38% | 33 |
|
|
2019
Q4 | $7.71M | Buy |
207,467
+108,114
| +109% | +$4.02M | 1.28% | 40 |
|
|
2019
Q3 | $3.39M | Sell |
99,353
-107,422
| -52% | -$3.66M | 0.61% | 53 |
|
|
2019
Q2 | $8.5M | Buy |
206,775
+2,548
| +1% | +$105K | 1.61% | 26 |
|
|
2019
Q1 | $8.23M | Buy |
+204,227
| New | +$8.23M | 1.57% | 26 |
|